Anybody have any comments on RMBS.
Awesome quarterly report. Excellent guidance for the future. Several strong buy reit's and target numbers from $165 - $200.
Obviously, nice day for RMBS...up about $11.........
Yet, we have INTC talkin smack......I mean really negative comments about RMBS....yet they are tied to rmbs til 2003?!!? One analyst says RMBS is dead meat.....many others say RMBS will be huge gorilla and INTC comments taken out of context. Several folks I have spoken to are concerned about INTC comments and have lightened their positions into this rally. Others I have spoken to are buying into the rally, seeing it as a breakout and enjoying the quarterly report and glowing future guidance from both the company, and several big boys.
Personally, I am having a hard time sorting it all out. Umtil I heard the INTC comments, I was very upbeat about rmbs...I mean the numbers and future sure looked good in the quarterly's......RMBS is up $11 on the day INTC comes out with negative comments, so it would seem the market has dismissed this ????? INTC is tied to rmbs til 2003, yet they talk bad about RMBS???
Anyway, just wondering what porchers were thinking about this. I noticed nobody seems to even be mentioning this on the porch. Over on the RMBS thread, there are decent arguments on both sides of the coin.......
So porchers, who do we believe.....the $165 targets and glowing reports or the rmbs is dead meat opinion??? As I said, RMBS up $11 after<i/> intc negative comments, so do we go up from here, or do we tank big time on typical FUD???
Keith@i'vebeenawfullyquietforaweeknow,butamcuriousastotheconsensusopiniononrmbs.com |
